How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio
Jul 26, 2025•26 min•Season 22Ep. 4
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.
For the best experience, listen in Metacast app for iOS or Android